Filed: 5/8/2026ACC: 0001805591-26-000005
📋 What this filing means
ANDAR CAPITAL MANAGEMENT HK LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $116.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$116.94M
Total AUM (reported)
781.90K
Total Shares
Allocation by class
COM$86.30M73.8%
SHS NEW$22.81M19.5%
SHS$7.82M6.7%
Portfolio Concentration
Top 3$53.88M46.1%
4–10$56.32M48.2%
11–25$6.74M5.8%
Top 3 weight
46.1%
Top 10 weight
94.2%
Voting Authority Distribution
Total shares with voting rights: 781.90K
Sole
Full voting authority
781.90K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
TOWER SEMICONDUCTOR LTD
SOLEShares130K
TypeSH
Market value$22.81M
19.51%
Sole
130K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares78K
TypeSH
Market value$16.00M
13.68%
Sole
78K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares196K
TypeSH
Market value$15.07M
12.89%
Sole
196K
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares134K
TypeSH
Market value$11.34M
9.69%
Sole
134K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares37K
TypeSH
Market value$10.97M
9.38%
Sole
37K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares55K
TypeSH
Market value$8.86M
7.57%
Sole
55K
Shared
0.00
None
0.00
FABRINET
SOLEShares15K
TypeSH
Market value$7.82M
6.69%
Sole
15K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares11K
TypeSH
Market value$7.73M
6.61%
Sole
11K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares90K
TypeSH
Market value$5.13M
4.39%
Sole
90K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares22K
TypeSH
Market value$4.48M
3.83%
Sole
22K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares6.80K
TypeSH
Market value$4.32M
3.69%
Sole
6.80K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4K
TypeSH
Market value$1.35M
1.16%
Sole
4K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares3.10K
TypeSH
Market value$1.07M
0.92%
Sole
3.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 130K | SH | $22.81M 19.51% | 130K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 78K | SH | $16.00M 13.68% | 78K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 196K | SH | $15.07M 12.89% | 196K | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 134K | SH | $11.34M 9.69% | 134K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 37K | SH | $10.97M 9.38% | 37K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 55K | SH | $8.86M 7.57% | 55K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 15K | SH | $7.82M 6.69% | 15K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 11K | SH | $7.73M 6.61% | 11K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 90K | SH | $5.13M 4.39% | 90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22K | SH | $4.48M 3.83% | 22K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 6.80K | SH | $4.32M 3.69% | 6.80K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4K | SH | $1.35M 1.16% | 4K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 3.10K | SH | $1.07M 0.92% | 3.10K | 0.00 | 0.00 |